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LCBDX vs VIVAX
LCBDX vs VIVAX Comparison
Open Charts LCBDX vs VIVAX
ClearBridge Tactical Dividend Income IS
Price$25.37
Change-$0.34 (-1.32%)
VolumeN/A
Net Assets375.29M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
LCBDX vs VIVAX Comparison Chart
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LCBDX vs. VIVAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. LCBDX (375M). LCBDX pays higher dividends than VIVAX: LCBDX (3.66) vs VIVAX (2.25). LCBDX was incepted earlier than VIVAX: LCBDX (12 years) vs VIVAX (32 years). LCBDX is a more actively managed with annual turnover of: 57.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than LCBDX: VIVAX (3000) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 18.84 vs. VIVAX (14.77). LCBDX return over 5 years is better than : 65.81 vs. VIVAX (48.96).
| LCBDX | VIVAX | LCBDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 2.635 | 5.374 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 193B | 0% |
| Annual Yield % from dividends | 3.66 | 2.25 | 163% |
| Returns for 1 year | 18.84 | 14.77 | 128% |
| Returns for 3 years | 40.43 | 25.38 | 159% |
| Returns for 5 years | 65.81 | 48.96 | 134% |
| Returns for 10 years | 84.39 | 107.98 | 78% |
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